Farris Heritage Trust

A Private Inter-Generational Irrevocable Trust

The Farris Heritage Trust preserves family capital across generations while supporting education, productive work, and responsible citizenship.

Establishment of the Trust

The Farris Heritage Trust was established by Ronald Lafe Farris to preserve family capital and provide structured support for future generations.

The Trust succeeds The Ronald Farris Revocable Trust dated February 13, 2020, from which remaining assets are intended to pass to this Trust upon the Grantor’s death.

The Trust is administered under the laws of the State of Texas by fiduciaries who are legally obligated to act in the best interests of the Trust and its beneficiaries.

Purpose of the Trust

The Trust was created to promote long-term family stability while encouraging independence, achievement, and responsible stewardship.

  • Education and intellectual development
  • Personal responsibility and productive work
  • Ethical conduct and civic responsibility
  • Preservation of family capital for future generations

Trust benefits are intended to support self-reliance rather than dependency.

Beneficiaries

  • Direct descendants of Ronald Lafe Farris
  • Certain individuals designated in the Trust instrument
  • Specified educational or charitable institutions designated in the Trust instrument

Eligibility for benefits may require verification of identity or lineage according to the administrative procedures established by the Trust.

Trust Governance

Grantor

Ronald Lafe Farris established the Trust and defined its guiding principles, purposes, and governing structure.

Trustee

The Trustee manages Trust assets, reviews claims, maintains records, files required returns, and administers the Trust according to its governing instrument.

Trust Protector

The Protector provides independent oversight and helps ensure that administration remains faithful to the Grantor’s intent.

Benefits and Programs

Click a benefit below for a PDF summary describing the program, general eligibility, and claim requirements.

Educational Assistance

Reimbursement of qualified tuition and required fees for undergraduate, graduate, vocational, and certification programs.

Basic Support Assistance

Limited income support for eligible beneficiaries experiencing financial hardship under Trust standards.

Entrepreneurial Support

Limited start-up assistance for small businesses, vocational development, and productive career advancement.

Heritage Recognition Program

A one-time recognition benefit for descendants who preserve qualifying family names.

Benefit Applications

Eligible beneficiaries must use the official Trust claim form when requesting benefits.

Completed claim forms and supporting documentation must be submitted electronically to the Trust’s official administrative email address:

Applications are accepted during the annual filing window in July.

Download the Beneficiary Claim Form (PDF)

Please submit supporting documents in PDF or other non-editable format unless the Trustee authorizes another method in writing.